High Ground Investment Management LLP Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$322.3B
Holdings
9
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HUMHUMANA INC | 424,403 | $107.7B | 33.41% | |
| 2 | ACGLARCH CAPITAL GROUP LTD | 1,108,464 | $102.4B | 31.76% | |
| 3 | ELVELEVANCE HEALTH INC | 209,010 | $77.1B | 23.92% | |
| 4 | HCCWARRIOR MET COAL INC | 172,113 | $9.3B | 2.90% | |
| 5 | CNCCENTENE CORP DEL | 109,271 | $6.6B | 2.05% | |
| 6 | DOLEDOLE PLC | 484,985 | $6.6B | 2.04% | |
| 7 | TMUST-MOBILE US INC | 26,164 | $5.8B | 1.79% | |
| 8 | TECK/BTECK RESOURCES LTD-CLS B | 114,705 | $4.6B | 1.44% | |
| 9 | HIIHUNTINGTON INGALLS INDUSTRIE | 11,847 | $2.2B | 0.69% |